Maitland Accountancy Services

is a Chartered Accounting firm specialising in taxation, superannuation, business development advice and practical assistance to business and private customers.

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About us

Who are we?

Maitland Accountancy Services Pty Limited is a Chartered Accountancy firm operating in East Maitland for over eighteen years. The partners, David Marshall and Gary Lathey have over 45 years and over 35 years respectively experience in public practice.

We provide personalised service and all professional staff members are qualified Chartered Accountants and are available to provide accounting, financial and taxation services.

We have a broad range of clients including sole traders, partnerships, companies, trusts, superannuation funds and individual income tax returns including rental properties.

Our services

Small Business Advisory & Structuring

Our Financial Accounting Advisory Services can assist you run and grow your business. We consult on both regular and as required basis, from monthly bookkeeping and regular reporting to business owners/managers to advice as required on a needs basis. We tailor our services to your needs. Maitland Accounting Services explains your situation in plain English and follows up to ensure you really understand any advice we provide.

  • Advice on setting up a business
  • Advice on purchasing a business, including due diligence reporting
  • Advice on business entity structures
  • Monthly or Quarterly Financial Advisory Services – we come to you, review your bookkeeping on your premises and report to you from your information
  • Monthly or quarterly bookkeeping – we use MYOB and Quickbooks
  • Assistance with purchase and/or set up of computerised Accounting Software
  • Regular or annual Financial Statement Preparation
  • A network of complimentary service providers. Our relationships with providers include Solicitors, Business Brokers, Financial Planners, Finance Brokers and Business Coach


At Maitland Accounting Services we are up to date with all the regular changes in taxation legislation. With 3 qualified accountants on staff, we have both the knowledge and experience to deal with all your taxation queries .Maitland Accounting Services can quickly provide advice and answers to those questions outside the scope of smaller operators. Personal service, that’s the Maitland Accounting Services Advantage.


We provide superannuation administration and audit services. We help you maximise the benefits from your superannuation fund. At the present time, we are not financial advisors so we have close relationships with several likeminded professionals to assist with advice we cannot give. Our services include:

  • General Superannuation advice
  • Set up of Self Managed Superannuation Funds
  • Administration services and preparation of Financial Statements
  • Audit services
  • Advice on Retirement and Estate Planning
  • Advice with running allocated pension funds
  • Liaison with likeminded financial planning professionals


  • Lower costs, streamline processes and increase profits
  • Business set-ups
  • Advice on correct business structure
  • Advice on buying or selling a business
  • Monthly or quarterly management reporting
  • Assistance with computerised accounting software
  • Financial Statement preparation
  • Business consulting
  • Strategic alliances with finance brokers, business brokers, financial planners and insurance agents
  • Assistance with business finance


Maitland Accounting Services knows that today most businesses realize the importance of having to comply with the ever-increasing complexity of tax regulations and international business. Despite the increasing cost burden placed on business, compliance issues will remain a significant part of the future business.

The team

Example01David Marshall is a fellow of the Institute of Chartered Accountants in Australia and a registered tax agent.

David opened the practice in East Maitland as a sole practitioner over 20 years ago. Prior to commencing the practice David worked for several years with large international chartered accounting firms in Newcastle and Sydney.

David has extensive experience in tax and accounting with a wide variety of clients.

David's sporting interests are tennis and golf.

Contact David at

Example03Pam is our office administrator and will assist with all general enquiries.

Pam has had over 30 years experience with small and large international firms.

Contact Pam at

Example02Gary Lathey is a graduate of The University of Newcastle, is an Associate of the Institute of Chartered Accountants in Australia and a registered Tax Agent.

Gary has extensive experience including 21 years working for KPMG in Newcastle.

Gary provides accounting and taxation services to a large range of clients from sole traders, partnerships, companies, trusts, etc in various industry segments. He provides a very hands on approach to addressing his clients needs.

Contact Gary at

Example02Sharon Feldmann joined the firm in 2007. Sharon completed her commerce degree at Newcastle University in 1994 and worked as an associate of BP Woodward & Associates Chartered Accountants in Sydney before returning to Newcastle to take on the position of associate with Maitland Accounting Services.

Sharon was admitted as a Chartered Accountant in 2000.

Contact Sharon at


Crest Financial Services


Crest can provide our clients with a full range of financial services including investments, gearing strategies, shares, managed investments, retirement planning, estate planning, superannuation, life insurance and income protection.

Please contact Maitland Accountancy Services to arrange for an appointment.

Finance Brokers


We have associations with numerous finance brokers incorporating residential loans, commercial loans, hire purchase, chattel mortgages and leasing.

Please contact Maitland Accountancy Services to arrange for an appointment.